CATHERINE GUYETT

Home: 519-***-**** adbu2u@r.postjobfree.com

PROFILE

Administrative Professional with expertise in insurance, mutual funds, and pension plans. Highly proficient in MS Word and Excel who possesses strong and accurate data entry/keyboarding skills. Known for the ability to work in a flexible fast-paced environment with multiple deadlines and adaptable to new policies and procedures. Possesses a positive and professional attitude while handling confidential and sensitive information. Communicates with co-workers in a courteous and professional manner and thrives in a collaborative environment.

CAREER HISTORY

ECONOMICAL (CONTRACT) 2019 - CURRENT Claims Assistant

Digital document management: prepare, scan, validate and digitally process claims documents, preforming necessary checks and corrections

Mail processing and distribution

Photocopying and digitally copying claims files

Filing (managing closed filing, drop filing and archiving)

Handling telephone inquiries

Cheque processing, requesting drafts and setting up reserves

Creating file jackets, requesting claims coverage, ordering police reports and organizing transcription requests

EQUITABLE LIFE (CONTRACT) 2018 - 2019 New Business Co-ordinator

Process new applications received by providing policy numbers, dating, recording, and verifying agent license information.

Input new applications, verifying information through memos and phone calls.

Conduct follow ups with field representatives for missing requirements.

Provide customer service to Managing General Agencies, Producers and Regional Staff.

Responsible for special handling of adjustments and modifications to confidential documents.

Process and input of data, while adhering to established turnaround standards.

REGION OF WATERLOO- EXTEND-A-FAMILY (CONTRACT) 2018

Data Entry Clerk – Accounts Payable

Process expense forms, invoices and mileage reports from family workers, internal and external service providers into multiple account files meeting the corporation’s expectation of accuracy and timelines.

Maintain filing system of all invoices and documents for all case workers and respond to inquiries from all service providers.

Run semi-monthly listings of payable reports for the Accounts Payable Department, decreasing turnaround time for cheques and electronic payments.

SUN LIFE FINANCIAL 2003 – 2018

Amendment Plan Specialist

Processed revisions to group insurance documents within established service standards of timeliness and accuracy so that client’s expectations are met and/or exceeded.

Partnered with service representatives, implementation specialists and advisors to clarify plan design so that the document output is consistent, efficient, and accurately reflects the customer’s expectations

Created group insurance documents (contract and booklets) for new clients using data provided by implementation specialists ensuring all coverage specifications are accurately incorporated.

MANULIFE FINANCIAL 2000- 2003

Member Administrator Specialist

Processed high volumes of withdrawal requests from members of both group RRSP and RPP plans,

Initiated fund transfers, investment direction changes, and update member information of group listings of over 100 members ensuring that company established timelines are met.

Allocated funds submitted by group members’ employers for large case listings (over 100 members), ensuring funds are accurately processed within the same business day.

Answered telephone and e-mail inquiries from members, plan administrators and agents, and resolved issues by conducting transaction history investigations in a timely and efficient manner.

INVESTORS GROUP – HEAD OFFICE, WINNIPEG, MB 1994- 1999

New Business Administrator

Received a Silver Praise Award for taking the initiative to create and implement a new training system for new date entry employees.

Assisted with the hiring and training of contract employees for the RRSP peak season and provided supervisory support on the floor as needed and completion of performance reports.

EDUCATION / ADDITIONAL TRAINING

IFIC – completed 1998

Skillsoft 2018 – Windows 10, Time Management

Diploma, General Business Administration, Conestoga College

INTERESTS AND VOLUNTEERING

Catering worker for Village Caterers (seasonal)

Volunteer as Special Events assistant – Revera Retirement Home

Volunteer as Driver for seniors (example: shopping, appointments, church)

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